Client Services Coordinator

About US

UniSuper is a place where brilliant thinkers and passionate people come together. As one of Australia's largest super funds, the work you'll do with us makes a meaningful difference today and tomorrow for our members, the planet and for you.

We offer an impressive range of benefits that includes a highly achievable annual bonus; additional leave including 3 days over Christmas and 3 days 'Community and Culture' leave allowing you to celebrate and contribute to things that are important to you outside of work; the opportunity to choose between 17% and 11% superannuation; $1500 personal development budget and expectational parental leave.

UniSuper is committed to creating a diverse and inclusive workplace where everyone can thrive. We know that diversity of perspectives, backgrounds, interests, abilities, and skills are essential in delivering great retirement outcomes to our members. We encourage you to apply for the roles that feel like the right next step in your career even if you don't have all the skills and experience listed.

The opportunity

We're all here to help deliver greater retirement outcomes for our members. Your role supports UniSuper doing this by supporting the Advice function in providing best practice service to UniSuper Advice clients by ensuring all written recommendations are efficiently and accurately implemented. This role is based in Perth.

Key responsibilities include:

• Provide Private Client Advisers with assistance in the implementation of financial advice by completing appropriate documentation and sourcing required identification as well as an outstanding Client Services
• Contact product providers to confirm confidential client information or the correct administration of adviser recommendations after lodgement
• Maintain client files, manage workflow and store client information
• Maintain high compliance standards that satisfy Australian legislative requirements.
• Meet and greet our members and visitors; acting as a point of contact for clients
• Perform general adhoc office management duties including coordination of local team events, reception of clients to the Unisuper Member Centre, and monitoring office stationery

About you

We are looking for an individual who has worked in fast moving transformation environment and is comfortable working with a degree of ambiguity. To be considered for this role you will have:

• Solid experience in administration / customer service
• Client relationship skills, strong service ethic
• High levels of personal organisation and time management (essential)
• Exemplary communication skills, both written and verbal
• Knowledge of the framework under which financial advisers operate is preferred
• RG146 compliant with a Diploma of Financial Services (Financial Planning) is preferred but not essential

We're passionate about knowledge and sharing it amongst our members and our employees, therefore we believe that a balance of working from home and time in office is the best way to collaborate and build relationships with your colleagues. We ask you to be able to commit to 60% of your time in office.

Think Great. Create Great.